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Advising Clients on the Child Tax Credit

More than 36 million families will receive letters from the IRS in the coming weeks. But this time, it’s good news and you can ease your clients' worry when they call you freaking...

Ultimate Guide to Increasing ROI

5 Simple Ways to Look Professional on Video Calls

Virtual meetings are a necessity in the modern workplace and they can be a great way to stay in touch with your colleagues and clients who live in far-away places. Here are five...

June First Look: Here Are the New Features Offered on Canopy

Our product team hosted a June First Look webinar detailing the new features they’ve added to make our full suite of services even more robust. Take a look at what’s new and see...

Working in the Office? Going Hybrid? Staying Remote? What to Know

Tax season is finally over and now it’s time to focus on some things that might have gone unnoticed during the busy season — like the important decision on how to adapt your...

Why You Need a Growth Strategy

Should you join ABC organization? How about purchase an ad in XYZ publication? Or set up a table at the upcoming 123 event? If you find yourself contemplating these types of...

Webinar: Be the First to Know About Canopy’s New Features

Join us on Tuesday, June 8 and stay up to date on the latest services Canopy has to offer you at our First Look Webinar. We’ll discuss our recent updates, like the new...

5 Tips for Understanding Your Customers Better

While attracting new customers is always a major goal for any small business, it’s just as important to learn how to keep the ones you already have. One of the best ways to do...

Identify the Right Clients for Your Niche Accounting Firm

When your firm is ready to grow and increase your clientele, it's important to remember that not every prospective client is well suited for your firm. Take a step back and...

This Week's Webinar Wrap-up

On Tuesday, May 25 Canopy hosted a webinar featuring Jason Blumer, CPA about his Client Management Strategies for Accounting Firms. Jason has over two decades of experience in...

New IRS Transcripts API Integration

We all know how critical security has become. It’s super important to our clients and just as important to the health of our firms. Nothing can be more devastating than finding...

Canopy Collaborates With IRS On API Integration | Canopy

May 24, 2021 LEHI, Utah--(BUSINESS WIRE)--Canopy, the leading cloud-based practice management platform for accounting professionals, announced that it has been part of an...

Flexing Your Soft Skills

As an accounting subject matter expert, you already know that technology adoption is an industry standard nowadays. Coupled with the right software, the valuable set of niche...